NIFTY PHARMA

Index type: Equity Mean-Variance Ratio (MVR): 2.69 Weighted mean CAGR by duration: 9.82 Mean CAGR: 9.93 Standard deviation CAGR: 3.69 Range for CAGR: 10.94

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -10.02 24.85 4.00 4.80
3 year 5.62 26.82 16.55 15.74
5 year 1.31 28.50 10.04 11.54
7 year -0.29 16.08 11.71 9.96
10 year 6.61 8.56 7.58 7.59

Rolling return for 1 year

Average return: 4.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.85 7.65 19.9 2.22 6.63 10.9 03-2025 03-2026
7.25 5.71 18.63 -4.43 8.18 6.79 02-2025 02-2026
3.5 -0.47 13.63 -9.35 8.25 1.83 01-2025 01-2026
2.74 -1.75 5.98 -4.75 4.11 0.56 12-2024 12-2025
2.93 -0.1 7.14 -4.03 4.09 1.48 11-2024 11-2025
-3.18 -5.19 2.03 -10.02 4.32 -4.09 10-2024 10-2025
-6.3 -3.65 -0.38 -9.38 3.32 -4.93 09-2024 09-2025
-0.83 -2.45 5.6 -8.38 4.98 -1.52 08-2024 08-2025
11.17 6.13 17.81 0.14 6.5 8.81 07-2024 07-2025
18.75 12.18 24.85 6.69 6.83 15.62 06-2024 06-2025
11.79 13.41 19.67 5.94 4.89 12.7 05-2024 05-2025
4.5 14.03 20.87 -1.42 8.57 9.5 04-2024 04-2025

Rolling return for 3 year

Average return: 15.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.65 24.97 26.82 22.83 1.42 24.82 03-2023 03-2026
21.78 23.4 25.95 19.32 2.41 22.61 02-2023 02-2026
20.15 22.34 23.95 18.59 2.05 21.26 01-2023 01-2026
21.36 20.46 22.62 19.22 1.24 20.91 12-2022 12-2025
20.12 18.76 21.74 17.19 1.68 19.45 11-2022 11-2025
19.07 19.42 21.17 17.35 1.36 19.25 10-2022 10-2025
20.59 20.45 23.07 18.02 1.79 20.53 09-2022 09-2025
19.96 20.22 22.5 17.73 1.69 20.1 08-2022 08-2025
21.84 21.64 24.22 19.31 1.74 21.75 07-2022 07-2025
21.94 20.85 23.99 18.85 1.86 21.41 06-2022 06-2025
18.71 17.69 21.44 15.05 2.29 18.22 05-2022 05-2025
12.98 16.54 18.6 11.02 2.96 14.79 04-2022 04-2025
16.9 16.47 21.18 12.36 3.12 16.73 03-2022 03-2025
16.58 17.44 21.15 13.01 2.89 17.04 02-2022 02-2025
17.43 18.24 22.73 13.13 3.41 17.88 01-2022 01-2025
18.79 18.15 21.82 15.21 2.35 18.49 12-2021 12-2024
17.76 17.78 20.53 15.06 1.93 17.78 11-2021 11-2024
17.81 16.97 20.73 14.15 2.35 17.41 10-2021 10-2024
17.78 17.31 19.1 16.01 1.11 17.55 09-2021 09-2024
16.56 16.44 19.68 13.4 2.22 16.52 08-2021 08-2024
12.54 14.04 16.52 10.14 2.32 13.31 07-2021 07-2024
8.92 11.1 12.88 7.21 2.15 10.03 06-2021 06-2024
11.72 10.79 13.74 8.82 1.77 11.27 05-2021 05-2024
14.69 12.47 16.94 10.31 2.47 13.6 04-2021 04-2024
17.26 15.94 19.8 13.48 2.28 16.62 03-2021 03-2024
14.35 13.41 17.28 10.57 2.4 13.9 02-2021 02-2024
11.6 10.13 14.16 7.66 2.36 10.89 01-2021 01-2024
10.14 9.14 12.5 6.85 2.03 9.66 12-2020 12-2023
9.69 10.66 13.63 6.82 2.43 10.2 11-2020 11-2023
9.31 7.75 11.51 5.62 2.15 8.55 10-2020 10-2023
10.78 7.74 12.49 6.1 2.5 9.28 09-2020 09-2023
10.46 9.35 12.69 7.18 1.99 9.92 08-2020 08-2023
11.36 10.5 15.39 6.65 3.11 10.97 07-2020 07-2023
9.45 9.89 12.57 6.85 2.03 9.69 06-2020 06-2023
10.19 9.15 12.34 7.06 1.9 9.68 05-2020 05-2023
19.94 9.16 22.18 7.16 6.54 14.61 04-2020 04-2023

Rolling return for 5 year

Average return: 11.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.66 13.59 15.85 12.42 1.27 14.13 03-2021 03-2026
12.3 12.31 14.59 10.06 1.6 12.32 02-2021 02-2026
12.07 11.76 14.19 9.69 1.59 11.93 01-2021 01-2026
13.53 12.18 14.23 11.48 1.08 12.86 12-2020 12-2025
14.78 13.88 15.7 12.97 1.02 14.33 11-2020 11-2025
14.08 12.93 15.28 11.75 1.31 13.51 10-2020 10-2025
14.19 12.64 15.59 11.27 1.62 13.42 09-2020 09-2025
14.14 13.52 15.59 12.1 1.25 13.84 08-2020 08-2025
17.32 15.65 18.69 14.32 1.65 16.5 07-2020 07-2025
17.05 16.53 18.23 15.36 1.03 16.79 06-2020 06-2025
17.98 17.55 19.6 15.96 1.3 17.77 05-2020 05-2025
22.41 17.79 26.03 14.41 4.42 20.16 04-2020 04-2025
25.75 21.43 28.5 18.84 3.74 23.63 03-2020 03-2025
21.18 21.21 24.01 18.45 1.97 21.21 02-2020 02-2025
21.08 22.63 24.34 19.42 1.82 21.87 01-2020 01-2025
22.48 23.45 24.34 21.6 1.03 22.97 12-2019 12-2024
23.24 22.59 24.98 20.88 1.47 22.92 11-2019 11-2024
25.82 24.72 27.68 22.9 1.73 25.28 10-2019 10-2024
24.88 23.62 25.71 22.79 1.12 24.25 09-2019 09-2024
23.28 23.47 25.25 21.52 1.32 23.38 08-2019 08-2024
20.34 21.15 22.88 18.64 1.53 20.75 07-2019 07-2024
18.27 18.3 20.83 15.79 1.78 18.3 06-2019 06-2024
17.42 15.57 18.69 14.34 1.67 16.5 05-2019 05-2024
14.83 15.15 16.18 13.82 0.84 14.99 04-2019 04-2024
15.41 15.67 16.91 14.2 0.96 15.55 03-2019 03-2024
16.53 16.06 18.32 14.31 1.43 16.3 02-2019 02-2024
14.46 14.63 16.02 13.08 1.04 14.55 01-2019 01-2024
13.52 13.05 14.97 11.62 1.2 13.29 12-2018 12-2023
10.31 10.68 12.67 8.36 1.53 10.51 11-2018 11-2023
10.02 8.77 11.35 7.48 1.44 9.4 10-2018 10-2023
8.7 7.75 9.7 6.77 1.09 8.23 09-2018 09-2023
10.28 8.56 11.61 7.26 1.65 9.43 08-2018 08-2023
9.25 9.81 11.6 7.49 1.47 9.54 07-2018 07-2023
9.61 7.83 11.48 6.03 2.03 8.74 06-2018 06-2023
8.79 6.97 10.06 5.74 1.66 7.89 05-2018 05-2023
7.43 6.89 8.64 5.71 1.05 7.17 04-2018 04-2023
6.87 6.02 7.81 5.09 1.01 6.45 03-2018 03-2023
6.09 5.7 7.4 4.41 1.07 5.9 02-2018 02-2023
5.75 5.24 6.58 4.41 0.79 5.5 01-2018 01-2023
7.03 6.31 8.18 5.18 1.09 6.67 12-2017 12-2022
7.25 6.42 8.85 4.86 1.44 6.85 11-2017 11-2022
6.74 6.2 7.68 5.28 0.87 6.48 10-2017 10-2022
6.76 6.01 8.14 4.65 1.26 6.39 09-2017 09-2022
8.24 6.36 9.47 5.17 1.66 7.31 08-2017 08-2022
5.03 4.64 6.36 3.33 1.08 4.84 07-2017 07-2022
5.34 5.34 6.98 3.73 1.15 5.35 06-2017 06-2022
7.33 5.57 9.37 3.61 2.13 6.47 05-2017 05-2022
5.65 5.73 6.76 4.62 0.76 5.69 04-2017 04-2022
3.45 5.12 5.94 2.65 1.3 4.29 03-2017 03-2022
4.37 4.84 6.34 2.9 1.23 4.61 02-2017 02-2022
4.6 6.22 6.97 3.87 1.24 5.42 01-2017 01-2022
5.67 4.91 7.63 3.01 1.66 5.3 12-2016 12-2021
6.11 3.79 7.59 2.36 2.02 4.96 11-2016 11-2021
3.83 4.92 5.81 2.95 1.08 4.38 10-2016 10-2021
4.37 3.93 5.32 2.99 0.84 4.15 09-2016 09-2021
3.93 4.55 5.65 2.85 1.01 4.25 08-2016 08-2021
4.23 4.14 5.59 2.81 0.98 4.19 07-2016 07-2021
5.7 5.34 6.72 4.34 0.85 5.52 06-2016 06-2021
4.06 4.72 5.71 3.08 0.96 4.39 05-2016 05-2021
2.32 3.71 4.74 1.31 1.31 3.02 04-2016 04-2021

Rolling return for 7 year

Average return: 9.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.09 14.07 14.94 13.23 0.6 14.08 03-2019 03-2026
14.42 14.49 16.08 12.85 1.14 14.46 02-2019 02-2026
13.98 14.51 15.51 13 0.91 14.25 01-2019 01-2026
15 14.13 15.51 13.63 0.73 14.57 12-2018 12-2025
13.76 12.97 14.41 12.32 0.79 13.36 11-2018 11-2025
13.22 12.17 14.07 11.34 1.03 12.7 10-2018 10-2025
11.68 11.23 12.66 10.26 0.86 11.46 09-2018 09-2025
12.95 11.73 13.96 10.73 1.22 12.34 08-2018 08-2025
14.02 13.64 14.97 12.7 0.81 13.83 07-2018 07-2025
14.95 13.05 15.77 12.25 1.41 14 06-2018 06-2025
14.65 13.44 15.77 12.34 1.29 14.05 05-2018 05-2025
12.5 13.54 14.86 11.2 1.35 13.02 04-2018 04-2025
13.13 13.52 14.88 11.78 1.1 13.33 03-2018 03-2025
12.38 12.95 14.24 11.1 1.13 12.67 02-2018 02-2025
12.04 13.15 14.18 11.03 1.18 12.6 01-2018 01-2025
13.61 13.43 14.85 12.21 0.94 13.53 12-2017 12-2024
13.25 12.56 14.38 11.44 1.07 12.91 11-2017 11-2024
13.43 13.5 14.62 12.32 0.81 13.47 10-2017 10-2024
14.59 13.51 15.14 12.97 0.86 14.05 09-2017 09-2024
14.54 13.48 15.84 12.21 1.34 14.02 08-2017 08-2024
11.02 11.39 12.69 9.74 1.05 11.21 07-2017 07-2024
10.26 10.73 11.96 9.05 1.04 10.5 06-2017 06-2024
11.42 9.48 12.28 8.65 1.46 10.46 05-2017 05-2024
8.9 9.05 9.81 8.14 0.59 8.98 04-2017 04-2024
8.35 8.75 9.35 7.75 0.58 8.55 03-2017 03-2024
8.43 8.5 9.61 7.33 0.81 8.47 02-2017 02-2024
7.41 7.92 8.46 6.88 0.59 7.67 01-2017 01-2024
7.02 6.04 7.99 5.08 1.09 6.53 12-2016 12-2023
5.94 4.82 7.55 3.25 1.57 5.39 11-2016 11-2023
3.72 3.98 4.61 3.1 0.54 3.85 10-2016 10-2023
4.14 3.83 4.82 3.15 0.6 3.98 09-2016 09-2023
4.09 4.21 4.99 3.32 0.59 4.15 08-2016 08-2023
2.77 3.33 4.35 1.77 0.93 3.05 07-2016 07-2023
2.75 3.03 3.99 1.8 0.78 2.89 06-2016 06-2023
1.54 1.7 2.39 0.86 0.54 1.62 05-2016 05-2023
1.5 1.59 2.31 0.78 0.54 1.54 04-2016 04-2023
1.56 0.34 2.21 -0.29 0.98 0.96 03-2016 03-2023

Rolling return for 10 year

Average return: 7.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
8 7.17 8.56 6.61 0.75 7.59 03-2016 03-2026